Kaleel Investment Advisors, LLC
CRD 131216SEC# 801-134450Boston, MA
No longer SEC-registered. Kaleel Investment Advisors, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$145.4M
Employees
2
Accounts
189
Location
Boston, MA
Kaleel Investment Advisors, LLC assets under management
Kaleel Investment Advisors, LLC is an SEC-registered investment adviser based in Boston, MA. It reports $145.4 million in regulatory assets under management and employs 2 people.
Kaleel Investment Advisors, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Muhammed Mosa Kaleel Control | President/Chief Compliance Officer | Over 75% | 1980 |
Frequently asked questions
How much does Kaleel Investment Advisors, LLC manage?
Kaleel Investment Advisors, LLC reports $145.4 million in regulatory assets under management on its Form ADV.
How many employees does Kaleel Investment Advisors, LLC have?
Kaleel Investment Advisors, LLC reports 2 employees.
Where is Kaleel Investment Advisors, LLC located?
Kaleel Investment Advisors, LLC is based in Boston, MA.
Does Kaleel Investment Advisors, LLC disclose fund performance?
Kaleel Investment Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 77 Franklin Street, Suite 501, Boston, MA 02110 |
| Office hours | 9:00-5:00p.m. Est |
| Discloses disciplinary history | No |
Regulatory AUM
$145.4M▲ 14%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$145.4Mregulatory AUM
Discretionary $3.5MNon-discretionary $142M